Ep Wealth Advisors, LLC New Holdings in Q2 2025

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PKG
Packaging Corp Of America

Consumer Cyclical
1.64K
New
$175.97 - $201.36 $288K - $330K
1.64K $308K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
2.12K
New
$87.64 - $143.29 $186K - $303K
2.12K $303K
ING
Ing Groep Nv

Financial Services
13.8K
New
$16.62 - $21.98 $229K - $303K
13.8K $301K
HSBC
Hsbc Holdings PLC

Financial Services
4.96K
New
$46.68 - $61.09 $232K - $303K
4.96K $301K
SPSC
Sps Commerce Inc

Technology
2.22K
New
$121.61 - $152.67 $270K - $338K
2.22K $301K
K
Kellogg CO

Consumer Defensive
3.78K
New
$77.85 - $82.88 $294K - $313K
3.78K $300K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
3.75K
New
$63.06 - $78.98 $236K - $296K
3.75K $296K
WAT
Waters Corp

Healthcare
850
New
$307.71 - $366.67 $262K - $312K
850 $296K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.97K
New
$67.22 - $100.51 $200K - $299K
2.97K $294K
MIDD
Middleby Corp

Industrials
2.05K
New
$124.01 - $154.76 $254K - $317K
2.05K $294K
WHD
Cactus, Inc.

Energy
6.69K
New
$35.05 - $47.38 $235K - $317K
6.69K $292K
CRL
Charles River Laboratories International, Inc.

Healthcare
1.91K
New
$99.75 - $151.89 $190K - $289K
1.91K $289K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.85K
New
$45.3 - $50.64 $265K - $296K
5.85K $287K
CRDO
Credo Technology Group Holding LTD

Technology
3.09K
New
$33.3 - $95.05 $103K - $294K
3.09K $286K
SYF
Synchrony Financial

Financial Services
4.27K
New
$43.81 - $66.74 $187K - $285K
4.27K $284K
MTD
Mettler Toledo International Inc

Healthcare
240
New
$970.15 - $1216.57 $233K - $292K
240 $281K
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
18.1K
New
$12.75 - $15.47 $231K - $280K
18.1K $280K
HDB
Hdfc Bank LTD

Financial Services
3.65K
New
$63.78 - $77.48 $233K - $283K
3.65K $280K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.66K
New
$48.5 - $49.35 $274K - $279K
5.66K $278K
ALB
Albemarle Corp

Basic Materials
4.44K
New
$50.76 - $72.25 $225K - $321K
4.44K $278K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
6.84K
New
$36.65 - $42.44 $251K - $290K
6.84K $277K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
21.5K
New
$12.07 - $14.61 $260K - $314K
21.5K $276K
SLF
Sun Life Financial Inc

Financial Services
4.12K
New
$53.39 - $66.45 $220K - $274K
4.12K $273K
SIVR
Abrdn Silver ETF Trust

ETFs
7.89K
New
$28.36 - $35.37 $224K - $279K
7.89K $271K
BHP
Bhp Group LTD

Basic Materials
5.64K
New
$40.22 - $50.88 $227K - $287K
5.64K $271K
MATX
Matson, Inc.

Industrials
2.4K
New
$93.11 - $132.21 $223K - $317K
2.4K $266K
STX
Seagate Technology Holdings PLC

Technology
1.84K
New
$66.54 - $144.33 $122K - $265K
1.84K $265K
VMI
Valmont Industries Inc

Industrials
812
New
$263.86 - $333.86 $214K - $271K
812 $265K
FIVE
Five Below, Inc

Consumer Cyclical
2K
New
$55.75 - $131.18 $112K - $263K
2K $262K
UBS
Ubs Group Ag

Financial Services
7.64K
New
$26.12 - $33.82 $200K - $258K
7.64K $258K
MNST
Monster Beverage Corp

Consumer Defensive
4.09K
New
$55.01 - $64.24 $225K - $263K
4.09K $256K
CE
Celanese Corp

Basic Materials
4.62K
New
$37.49 - $59.36 $173K - $274K
4.62K $255K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.68K
New
$66.5 - $71.25 $245K - $262K
3.68K $255K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.29K
New
$167.22 - $212.42 $215K - $273K
1.29K $254K
EME
Emcor Group, Inc.

Industrials
469
New
$342.02 - $534.89 $160K - $251K
469 $250K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
10.4K
New
$19.54 - $28.28 $203K - $294K
10.4K $249K
AWK
American Water Works Company, Inc.

Utilities
1.78K
New
$133.82 - $151.96 $239K - $271K
1.78K $248K
ILCV
Ishares Morningstar Value ETF

ETFs
2.94K
New
$72.16 - $83.39 $212K - $245K
2.94K $244K
TBBK
Bancorp, Inc.

Financial Services
4.27K
New
$40.93 - $57.59 $175K - $246K
4.27K $243K
ITRI
Itron, Inc.

Technology
1.85K
New
$92.04 - $132.78 $170K - $246K
1.85K $243K
XRAY
Dentsply Sirona Inc.

Healthcare
15.3K
New
$12.55 - $16.75 $193K - $257K
15.3K $243K
PEGA
Pegasystems Inc

Technology
4.45K
New
$49.95 - $103.29 $222K - $460K
4.45K $240K
ATRO
Astronics Corp

Industrials
7.17K
New
$20.03 - $35.81 $144K - $257K
7.17K $239K
BRX
Brixmor Property Group Inc.

Real Estate
10.5K
New
N/A
10.5K $239K
QJUN
First Tr ETF
8.09K
New
$24.35 - $29.57 $197K - $239K
8.09K $239K
DEO
Diageo PLC

Consumer Defensive
2.35K
New
$99.86 - $115.75 $235K - $272K
2.35K $236K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.42K
New
$146.74 - $176.07 $208K - $249K
1.42K $229K
NDAQ
Nasdaq, Inc.

Financial Services
2.53K
New
$66.4 - $89.42 $168K - $226K
2.53K $226K
LSTR
Landstar System Inc

Industrials
1.62K
New
$131.55 - $151.93 $214K - $247K
1.62K $225K
Activity Summary
Buys All Purchases 895 New Holdings 204 Increased Positions 691 Sells All Sells 478 Reductions 478 Sold out 0 Options Calls 0 Puts 0
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